Understanding TRACEUnderstanding TRACE > Data RetrievalData Retrieval > Reports

Reports

TRACE offers three pre-defined report types for use: Metrics, Tree Structure Document and Forms History. The module selected in TRACE determines the availability of these reports.

The Metrics report is available for all TRACE form types. Use Metrics reports to obtain performance metrics as determined by the state of the form or field chosen to include in the report. See Define Metrics Report for information on creating a new Metrics report.

The Tree Structure report is available for Requirements, Tests, and any other form type that is organized as a tree. It provides an outline view of the form or field as to where it resides in the overall project hierarchy. See Define Tree Structure Report.

The Forms History report is available for all TRACE form types. Use Form History reports to obtain the history of forms as raw data, base for a complex metrics. See Define Forms History Report

When users create a Metrics report, they choose report criteria, start and end dates, and grouping. When users create a Tree Structure report, they select the document structure subheadings to include, along with specific fields to include in the subheadings. When users create Forms History reports, they choose the report criteria and fields to be displayed by report. Each report type provides a Filter tab for selecting only a subset of forms to include in the report.

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Note: The report filter function works identical to the Filter feature covered in Filters.

Like filters, users can save reports, share them with project staff, and use them on other projects that they have access to. Options include:

      For Anyone in <Project Name>: Once a user saves the report, anyone else on the project can use it.

      For Me in <Project Name>: Only the user that creates it can run the report.

      For Me in Any Project: Only the user that creates it can run the report, but if there are other projects on the TRACE server, they can use the report on any project.

Metrics reports and Tree Structure Document reports have the options to be exported to Word or Excel. Forms History reports have the option to be exported to CSV and Excel.

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